Financial Solutions Advisor Registration Candidate - Utah North Market
Bank of America (GHR)
Utah, United States
Not specified; not specified; not specified
Client relationship cultivation
Financial planning and goal setting
Risk mitigation and control
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies
Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.
Employees must be prepared to obtain required industry licenses and complete training, including SAFE Act registration for residential mortgage loan originations.
The position requires a results-driven mindset to execute multiple tasks simultaneously while prioritizing client interests in a complex, fast-paced environment.
Matching Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Client relationship cultivation
Financial planning and goal setting
Risk mitigation and control
Prospecting new clients
Referral management to partners
Nice-to-have
Self-disciplined time management
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Executive presence
Key Requirements
Aptitude for obtaining industry licenses
SAFE Act registration compliance
High School Diploma or GED
One year of financial services experience (desired)